True Wealth Design
ZTS icon

True Wealth Design’s Zoetis ZTS Stock Holding History

True Wealth Design’s Portfolio ZTS Stock Details ZTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.5K Sell
136
-30
-18% -$2.24K ﹤0.01% 1092
2026
Q2 		$11.9K Buy
166
+4
+2% +$377 ﹤0.01% 1001
2026
Q1 		$19.2K Buy
162
+79
+95% +$9.8K 0.01% 735
2025
Q4 		$10.4K Sell
83
-273
-77% -$35.6K ﹤0.01% 851
2025
Q3 		$52.1K Sell
356
-46
-11% -$6.95K 0.02% 304
2025
Q2 		$62.7K Buy
402
+134
+50% +$21.2K 0.02% 169
2025
Q1 		$44.1K Buy
268
+245
+1,065% +$40.7K 0.02% 207
2024
Q4 		$3.77K Sell
23
-95
-81% -$17K ﹤0.01% 592
2024
Q3 		$23.1K Buy
118
+103
+687% +$19K 0.01% 307
2024
Q2 		$2.6K Buy
15
+1
+7% +$166 ﹤0.01% 338
2024
Q1 		$2.37K Buy
14
+6
+75% +$1.12K ﹤0.01% 328
2023
Q4 		$1.58K Hold
8
– – ﹤0.01% 319
2023
Q3 		$1.39K Hold
8
– – ﹤0.01% 291
2023
Q2 		$1.38K Hold
8
– – ﹤0.01% 294
2023
Q1 		$1.33K Hold
8
– – ﹤0.01% 367
2022
Q4 		$1.17K Buy
+8
New +$1.18K ﹤0.01% 327

Other funds holding ZTS

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Seilern Investment Management
Seilern Investment Management London, United Kingdom $771M AUM 2.59% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

True Wealth Design's ZTS Position: Q3 2026 in Review

True Wealth Design reduced its Zoetis (ZTS) stake by 18% in Q3 2026, selling an estimated $2.24K and leaving 136 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

True Wealth Design first reported a position in ZTS in Q4 2022 and has held it in 16 quarters since. The position peaked at $62.7K in Q2 2025. 324 funds tracked by Wall St. Rank hold ZTS as of Q3 2026.

  • True Wealth Design held 136 shares of Zoetis worth $9.5K as of Q3 2026.
  • True Wealth Design sold 30 Zoetis shares in Q3 2026, an estimated $2.24K.
  • Zoetis made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1092 holding.
  • True Wealth Design first reported a position in Zoetis in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Zoetis position peaked at $62.7K in Q2 2025.
  • 324 funds tracked by Wall St. Rank held Zoetis as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.